Wizards List Page

The Wizards List page allows you to access timesaving features that combine document creation with database updates and accomplish complex or tedious tasks with a minimum of effort.

Categories

All – Click to list all available wizards.

Favorites – Click to list all wizards that have been categorized as favorites.

Any other categories are determined by the System Administrator or a user with Wizard Access security attribute rights.

Fields

Wizards – The name of the timesaving feature.

Buttons

Run – Click to start the selected wizard.

Add to Favorites – Click to move the selected wizard to the list of favorites.

Remove from Favorites – Click to delete the selected wizard from the list of favorites.

Edit – Click to modify information concerning the selected wizard.

Copy Matter Wizard

The Copy Matter Wizard allows you to create up to 1,000 new matter records at one time using an existing matter as a template. This wizard can be run from the Wizards module or the Matters module.

All of the information can be copied as is or modified for the new matter(s), with the following exceptions:

The legal section, matter type, and logical group cannot be changed on the Copy Matter Wizard. This information can, however, be edited individually afterwards.

Information on the Costs tab and the Time tab will not be copied.

The Parent Budget field on the Budget tab will not be copied.

If your company uses the automatic matter number generator, the matter number for the new matter(s) cannot be changed. The matter will be assigned successive numbers based on the format established by your System Administrator.

The Copy Matter Wizard obeys customizations and access rights established by type and view profile. In addition:

Fields and tabs that are hidden will not display in the Copy Matter Wizard nor will they be copied.

Fields and tabs that are read-only to the user creating the copies will not be copied.

Fields

Create Series – An indication of whether multiple copies will be created. To make multiple copies, click this checkbox and enter the number of copies.

Generate Matter Name – Click this link to open a popup window to assign names to the copies.

Long Matter Name – The name of the matter in its entirety. Click the button to open a dialog box to edit the name.

Matter Number – The identifier assigned to the matter.

File Number – An internal identifier for the matter.

Private Matter – An indication of whether the matter has restricted access. A copied matter can be marked private even if the original matter is not private.

Open Date – The date the matter was created. Click the Calendar button to select a date from a calendar.

Target Date – The date the matter should be resolved. Click the Calendar button to select a date from a calendar.

Close Date – The date the matter was completed. Click the Calendar button to select a date from a calendar.

Reopen Date – The date the matter was reopened if applicable. Click the Calendar button to select a date from a calendar.

Matter Status – The current status (such as Active or Closed) of the matter.

Region – A user-defined area applicable to the matter.

State – The state in which the matter was opened.

Country – The country in which the matter was opened.

Legal Section – The legal section (such as Litigation) for the matter.

Matter Type – The classification (such as Litigation) of the matter.

Logical Group – The category (such as a business unit) to which the matter belongs.

Law Area – The area of law associated with this matter. Law areas are defined by the System Administrator.

Law Sub Area – A sub-classification within the area of law.

Product/Service – The product or service associated with this matter. Products and services are defined by the System Administrator.

Sub-product/Service – A sub-classification within the product or service.

Priority – An indication of the level of importance of the matter.

Litigated – If a “T” appears next to the field, the Dispute tab is available.

Insured – If a “T” appears next to the field, the Insurance tab is available.

Budgeted – If a “T” appears next to the field, the Budget tab is available.

Comments – A freeform area for any comments concerning the matter. Click the … button to open a dialog box to edit the comment.

Additional sections – Information that has been configured on the tabs other than the Base Info tab appear at the bottom of the page. Click on any checkboxes to copy the specified information. For example, the Active Player section lists all players for the current matter. Click a checkbox next to a name to select the player for the copied matter.

Buttons

Copy – Click to create the copies of the selected matter using the specified information.

Cancel – Click to close the wizard without saving any changes.

Global Assign/Reassign/Unassign Wizard

The Global Assign/Reassign/Unassign Wizard provides a timesaving method for the global assignment of a player to one or more matters, the global reassignment of matters from one player to new players, and the global unassignment of a person or entity as an active player from one or more matters. These potentially complex tasks are accomplished with a minimum of effort.

The reassign wizard includes the ability to reassign appointments and/or tasks, and pending invoices. Invoices that have timed-out will not be reassigned.

Fields

Global Assign/Reassign/Unassign – Select to assign a person or entity as a player to one or more matters, reassign one player’s matters to a new player, or unassign a person or entity as an active player from one or more matters.

Global Assign Fields

Step 1 – Select a person/entity to assign.

Name – The name of the person or company to assign to a matter.

If a person is selected, the following fields are available:

Billing Method – The manner in which the person will bill for the matter.

Billing Rate – The monetary amount billed by the person.

Approver/Reviewer Status – An indication of whether the person will be an approver/reviewer of invoices for the matter.

Approval Amount – The monetary amount that the person can approve in an invoice.

Approval/Review Order – The order in which the person/entity will be assigned an invoice to approve or review.

If a company is selected, the following fields are available:

Chargeback – An indication of whether the company’s chargeback/allocation information will be used automatically for any invoices for the matter to which the company is assigned. If checked, a Chargeback Percent can be specified and up to three accounts. This information will default to the chargeback information for the company if it exists on the Entities Base Info tab.

Step 2 – Select the start date, player type, and role for the new player record.

Start Date – The date for which the person will be assigned as a player for the matter.

Player Type – A categorization for the type of work done by the person for this matter.

Role – The title for the person for this matter.

Global Reassign Fields

Step 1 – Select a person/entity to reassign.

Name – The name of the person to assign to a matter.

Step 2 – Select a person/entity to assign.

Name – The name of the person or company to reassign.

If a person is selected, the following fields are available:

Billing Method – The manner in which the person will bill for the matter.

Billing Rate – The monetary amount billed by the person.

Approver/Reviewer Status – An indication of whether the person will be an approver/reviewer of invoices for the matter.

Approval Amount – The monetary amount that the person can approve in an invoice.

Approval/Review Order – The order in which the person/entity will be assigned an invoice to approve or review. If no value is entered in this field, newly created matter player records will be updated with the value from the Approval/Review Order field of the matter player record for the person being unassigned.

If a company is selected, the following fields are available:

Chargeback – An indication of whether the company’s chargeback/allocation information will be used automatically for any invoices for the matter to which the company is assigned. If checked, a Chargeback Percent can be specified and up to three accounts. This information will default to the chargeback information for the company if it exists on the Entities Base Info tab.

Step 3 – Select the start date, player type, and role for the new player record.

Start Date – The date for which the person will be assigned as a player for the matter.

Player Type – A categorization for the type of work done by the person for this matter.

Role – The title for the person for this matter.

Step 4 – Select global replacement options.

Calendar Options – An indication of whether the new player should be assigned to any non- completed tasks or upcoming appointments.

Invoice Option – An indication of whether the new player should review/approve invoices awaiting approval.

Global Unassign Fields

Step 1 – Select a person/entity to unassign.

Name – The name of the person to unassign from a matter.

Step 2 – Select the end date for the player records to unassign.

End Date – The date on which the player becomes inactive.

Step 3 – Select the player type and role for the active player records to unassign for the selected matters.

Player Type – A categorization for the type of work done by the person for this matter.

Role – The title for the person for this matter.

Unassign the person/entity from all active player records for the selected matters – Click to indicate the player should be removed from the selected matters in any capacity.

The Global Unassign Wizard will not affect any uncompleted calendar events or invoice approvals. If these exist, consider using the Global Reassign Wizard instead.

Buttons

Back – Click to access the previous screen of the wizard.

Next – Click to access the next screen of the wizard.

Cancel – Click to close the wizard without saving any changes.

Close – Click to close the wizard without saving any changes.

Finish – Click to close the wizard and save the changes.

Print – Click to send the information to the default printer.

Timekeeper File Import Wizard

The Timekeeper File Import Wizard allows you to import a Comma-Separated Values (CSV) file that contains information about people who bill time against matters in eCounsel. Electronic invoices can then be submitted to eCounsel for the timekeeper and any business rules (such as a maximum billing rate, etc.) can be enforced.

eCounsel imports timekeeper information as follows:

If the vendor identifier does not match the tax identifier in eCounsel for an entity, the import will fail.

If a timekeeper does not exist in eCounsel, but the vendor does, the wizard will add a new people record for the timekeeper and create an employment record for the timekeeper with the vendor.

If the both the vendor and timekeeper already exist in eCounsel, but the timekeeper is not an employee of the vendor, the wizard will create an employment record for the timekeeper with the vendor.

If both the vendor and timekeeper already exist in eCounsel and the timekeeper is an employee of the vendor, the following will occur: A new employment record with the updated billing information will be added for the timekeeper for the vendor if the billing rate in the import file does not equal the primary rate in eCounsel. In addition, the previous employment record will be modified with the begin date for the new rate as the end date for the record. If multiple employment records already exist and the rates do not match, a new record will be created and no other employment records will be modified (although a warning message will appear for the situation).

If the timekeeper already exists in eCounsel, but the telephone or e-mail information differs from the existing information, eCounsel creates a new communication record with the imported information.

If the timekeeper record already exists, but the rate is different, the wizard performs the following actions:

Creates a new record with the updated information.

Makes the end date of the existing record equal to the date before the start date of the new record.

Makes the existing record inactive.

In order to import phone numbers, communication lookup types of “Phone - Business” and “Phone - Mobile” are required.

The Timekeeper File Import Wizard can only import a maximum of 500 records from the import file at one time. If you are importing more than 500 records, use multiple import files and repeat the steps to import each one separately.

Welcome Fields

File Name – The path to the CSV file that contains the timekeeper information.

Browsebutton – Click to locate the file using the Choose file dialog box, or enter the file name (with full path to the file) manually.

Review and Update Fields

Filter – The name of the filter being used to display records on the screen.

Filter button – Click to change the filter.

Checkbox – Click to select records to import.

Change Type – An indication of the type of action being performed on the record. Valid actions are “Update”, “New”, and “Error”. All rows with “Error” cannot be imported until the error is resolved.

Admin Number – An identifier for the person.

Prefix – A manner of addressing the person (such as Dr., Mr., Ms.).

Last Name – The surname of the person.

First Name – The given name of the person.

Middle Name – The middle name of the person.

Suffix – Any additional information (such as Jr.) for addressing the person.

Title – The job title of the person.

Job Classification – The type of job done by the person.

Business Phone – The telephone number that should be marked as a business number.

Cellular Phone – The telephone number that should be marked as a mobile number.

Fax – The telephone number that should be marked as a facsimile number.

E-mail – The address to contact the person electronically.

Race/Ethnicity – An indication of the person’s genetic heritage.

Gender – The gender (Male or Female) of the person.

Rate – The monetary amount billed by the person.

Billing Method – The manner in which the person will bill for the matter.

Currency – The type (such as US Dollars) of currency at which the invoice is billed.

Begin Date – The date on which billing on a matter can begin for the person.

End Date – The date on which billing on a matter will cease for the person.

Number of records in import file – The total number of rows in the import file.

Confirm Changes Fields

A summary of the changes that will be made to eCounsel.

Results Fields

A summary of the changes that were made to eCounsel.

Buttons

Back – Click to access the previous screen of the wizard.

Next – Click to access the next screen of the wizard.

Cancel – Click to close the wizard without saving any changes.

Save – Click to save the changes to eCounsel.

Print – Click to send the information to the default printer.

Import Another File – Click to return to the first screen of the wizard to process another import file.